Bellwether Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9K | Hold |
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|
2025
Q1 | $24.3K | Hold |
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|
2024
Q4 | $24.4K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $52.7K | Hold |
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|
2022
Q4 | $51.5K | Sell |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $169K | Hold |
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|
2021
Q3 | $168K | Buy |
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